I see almost nothing here not to like, and it shows plenty of signs that the labor market is actually gaining steam.
Plus, a quick look at Southwest Airlines and why it remains the one airline to own.
Plus, we check in on Peloton and Datadog and the Nasdaq Composite Index.
Markets have certainly recovered nicely off of the lows of late September. Now, here in mid-October, it feels like it did that cold night back in 1980-something. The wolves are visible and noisy.
Right now our policy on new stimulus is defaulting to 'to heck with the fourth lane' and all who ride on it. That's a crying shame.
October can be a tricky month. But all asset classes are linked to U.S. dollar right now.
While a Biden win is likely fully priced in, control of the Senate is up in the air, and that makes a big difference.
This is what's known as a positioning week, and starting Monday you're going to hear a ton of things.
Despite a headline miss, underlying details indicate there's a lot to like in this report.
What does it all mean?